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Business
Klarna’s IPO Comeback Puts Buy Now Pay Later Back in Focus
Klarna's U.S. IPO filing puts buy now, pay later back in the spotlight. Here's what the company's comeback story actually means for fintech.
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Business
Qualcomm’s PC Chip Push Puts Intel’s Last Stronghold at Risk
Qualcomm's Snapdragon X chips are mounting a serious challenge to Intel's PC market dominance, with ARM architecture gains and shifting buyer priorities changing the math.
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Business
Delta and United Quietly Raise Fees as Travel Demand Peaks
Delta and United have quietly raised baggage and seat fees during peak travel demand, using minimal announcement and maximum timing to absorb the backlash.
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Business
Lyft’s Robotaxi Partnerships Narrow Its Gap With Uber
Lyft's robotaxi partnerships with Mobileye, May Mobility, and Marubeni signal a new strategy to close the gap with Uber without building its own AV technology.
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Business
Walgreens Store Closures Accelerate as Pharmacy Model Cracks
Walgreens is closing 1,200 stores as pharmacy benefit managers crush margins and its VillageMD bet unravels. Private equity now owns the problem.
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Business
Uber’s Freight Retreat Opens the Door for Convoy’s Rivals
Uber Freight's strategic retreat and Convoy's collapse have left a real gap in digital freight brokerage. Here's who's positioned to fill it and why the model remains difficult.
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Business
Disney’s Streaming Profits Mask a Deepening Theme Park Slowdown
Disney's streaming division finally turned profitable, but its theme park segment is facing slowing attendance, spending ceilings, and rising costs that complicate the company's growth story.
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Business
Starbucks Cuts Menu Items as New CEO’s Turnaround Faces Pressure
Starbucks is cutting menu items under CEO Brian Niccol's turnaround plan as the chain battles falling traffic, long wait times, and pressure from investors.
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Business
Anthropic’s Enterprise Push Tests OpenAI’s Corporate Client Lead
Anthropic's enterprise push - backed by AWS and Google Cloud - is forcing real competition with OpenAI for corporate AI contracts. The battle is closer than ever.
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Business
Coinbase’s S&P 500 Entry Shifts Crypto’s Wall Street Standing
Coinbase joined the S&P 500, forcing passive funds to buy crypto exposure automatically. Here's what that means for Wall Street and for digital assets broadly.
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